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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,427 | $148,623-88.9% | $135,974-87.9% | $139,466-88.2% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 4.72% | 79.30%-74.6pp | 68.30%-63.6pp | 373.66%-368.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,120 | $8,103-61.5% | $7,760-59.8% | $6,712-53.5% |
| Admin fee / account holder | $2,317 | $12,406-81.3% | $10,767-78.5% | $11,409-79.7% |